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Siemens Energy, Sonic AI
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Siemens Energy
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Dan Sundheim predicts a long-term shortage of gas turbines due to conservative capacity planning by manufacturers like Siemens Energy, GE Vernova, and Mitsubishi, who are skeptical of the AI-driven de...
Expert perspective
Dan Sundheim
May 10
GE Vernova trades at double the enterprise value of Siemens Energy, despite the two companies having nearly identical businesses, revenue, and products.
Expert perspective
Dan Sundheim
May 10
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